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Pinnacle West Asset Management’s United Parcel Service UPS Stock Holding History

Pinnacle West Asset Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$850K Buy
8,635
+25
+0.3% +$2.68K 0.58% 48
2025
Q4 		$854K Sell
8,610
-50
-0.6% -$4.68K 0.55% 52
2025
Q3 		$723K Buy
8,660
+1,570
+22% +$142K 0.47% 59
2025
Q2 		$716K Sell
7,090
-50
-0.7% -$4.92K 0.5% 57
2025
Q1 		$785K Buy
7,140
+90
+1% +$10.8K 0.57% 53
2024
Q4 		$889K Buy
7,050
+690
+11% +$90.8K 0.64% 44
2024
Q3 		$867K Buy
6,360
+710
+13% +$93.2K 0.62% 48
2024
Q2 		$773K Buy
5,650
+210
+4% +$30.1K 0.6% 52
2024
Q1 		$809K Buy
5,440
+245
+5% +$37.2K 0.64% 50
2023
Q4 		$817K Buy
5,195
+280
+6% +$42.3K 0.7% 49
2023
Q3 		$766K Buy
4,915
+340
+7% +$58.7K 0.75% 46
2023
Q2 		$820K Sell
4,575
-40
-0.9% -$7.1K 0.8% 46
2023
Q1 		$895K Buy
+4,615
New +$847K 0.93% 40

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle West Asset Management's UPS Position: Q1 2026 in Review

Pinnacle West Asset Management increased its United Parcel Service (UPS) stake by 0.29% in Q1 2026, buying an estimated $2.68K and bringing the position to 8,635 shares worth $850K. The position accounts for 0.58% of the portfolio, ranked #48.

Pinnacle West Asset Management first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $895K in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Pinnacle West Asset Management held 8,635 shares of United Parcel Service worth $850K as of Q1 2026.
  • Pinnacle West Asset Management bought 25 United Parcel Service shares in Q1 2026, an estimated $2.68K.
  • United Parcel Service made up 0.58% of Pinnacle West Asset Management's portfolio in Q1 2026, its #48 holding.
  • Pinnacle West Asset Management first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's United Parcel Service position peaked at $895K in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.